+418.3%
RJF vs VOO
+325.3%
+93.0%
-45.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.8% | -0.9% | -1.0% |
| 7D | -2.7% | -0.8% | -1.9% | -1.8% |
| 30D | -4.3% | -1.1% | -3.2% | -3.0% |
| 3M | +15.7% | +3.9% | +11.8% | +10.4% |
| 6M | +17.8% | +13.6% | +4.2% | +0.6% |
| YTD | +9.2% | +12.7% | -3.5% | -5.8% |
| 1Y | +2.8% | +17.6% | -14.8% | -15.9% |
| 3Y | +69.5% | +77.3% | -7.9% | -16.5% |
| 5Y | +105.9% | +84.1% | +21.8% | -3.1% |
| All | +418.3% | +325.3% | +93.0% | -22.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded VOO wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling